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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

20 hedge funds and large institutions have $8.73M invested in iShares ESG Advanced MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M
2
WFA
2
Wade Financial Advisory
California
$414K
3
CAM
3
Crestone Asset Management
Colorado
$574K
4
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$1.03M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$279K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
OL
3
Optas LLC
Texas
$301K
4
FCG
4
Financial Connections Group
California
$460K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M 43,470 +13,212 +44%
APW
2
Atlantic Private Wealth
North Carolina
$1.08M 30,510 +212 +0.7%
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$1.03M 29,026 +665 +2%
BFO
4
Biltmore Family Office
North Carolina
$684K 19,268 +15 +0.1%
CAM
5
Crestone Asset Management
Colorado
$574K 16,162 +1,295 +9%
CGL
6
Clarius Group LLC
Washington
$484K 13,652 – –
VAF
7
Values Added Financial
District of Columbia
$482K 13,588 +13,588 New
FCG
8
Financial Connections Group
California
$460K 12,966 -1,461 -10%
WFA
9
Wade Financial Advisory
California
$414K 11,670 +1,345 +13%
WI
10
WrapManager Inc
California
$363K 10,236 +332 +3%
OL
11
Optas LLC
Texas
$301K 8,483 -2,052 -19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$279K 7,873 +604 +8%
CWM
13
Congress Wealth Management
Massachusetts
$275K 7,739 +258 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$256K 7,204 +65 +0.9%
FI
15
Financial Insights
Washington
$212K 5,973 +113 +2%
GAM
16
Gould Asset Management
California
$208K 5,850 – –
YAL
17
Your Advocates Ltd
Texas
$41K 1,155 +75 +7%
US Bancorp
18
US Bancorp
Minnesota
$21.5K 605 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18K 510 -15 -3%
GWSG
20
GPS Wealth Strategies Group
Colorado
$8.06K 227 – –
FTUS
21
Flow Traders U.S.
New York
– – -104,289 Closed
Jane Street
22
Jane Street
New York
– – -6,557 Closed
UBS Group
23
UBS Group
Switzerland
– – -385 Closed
MWM
24
Mascoma Wealth Management
New Hampshire
– – -256 Closed
BlackRock
25
BlackRock
New York
– – -68 Closed
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